Chapman Financial Group LLC Makes New Investment in Viking Holdings Ltd. $VIK

Chapman Financial Group LLC bought a new position in Viking Holdings Ltd. (NYSE:VIK) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 11,035 shares of the company’s stock, valued at approximately $686,000.

Several other hedge funds and other institutional investors also recently modified their holdings of VIK. CI Investments Inc. lifted its stake in shares of Viking by 53.1% during the 3rd quarter. CI Investments Inc. now owns 551 shares of the company’s stock valued at $34,000 after buying an additional 191 shares in the last quarter. Simon Quick Advisors LLC grew its stake in Viking by 1.5% in the 3rd quarter. Simon Quick Advisors LLC now owns 17,127 shares of the company’s stock valued at $1,065,000 after buying an additional 249 shares in the last quarter. Golden State Wealth Management LLC raised its holdings in Viking by 20.1% during the 2nd quarter. Golden State Wealth Management LLC now owns 1,982 shares of the company’s stock valued at $106,000 after acquiring an additional 332 shares during the period. Truist Financial Corp lifted its position in shares of Viking by 12.7% during the third quarter. Truist Financial Corp now owns 4,548 shares of the company’s stock worth $283,000 after acquiring an additional 513 shares in the last quarter. Finally, NewEdge Advisors LLC lifted its position in shares of Viking by 92.0% during the first quarter. NewEdge Advisors LLC now owns 1,440 shares of the company’s stock worth $57,000 after acquiring an additional 690 shares in the last quarter. Institutional investors own 98.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. The Goldman Sachs Group upgraded Viking from a “neutral” rating to a “buy” rating and lifted their price target for the company from $66.00 to $78.00 in a research report on Tuesday, December 9th. Stifel Nicolaus increased their price objective on Viking from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday. Morgan Stanley raised their target price on Viking from $75.00 to $79.00 and gave the stock an “overweight” rating in a research note on Wednesday. Citigroup lifted their target price on Viking from $85.00 to $88.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Bank of America upped their price target on Viking from $70.00 to $80.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Eleven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $72.40.

Viking Price Performance

Viking stock opened at $68.89 on Friday. The stock has a market cap of $30.53 billion, a price-to-earnings ratio of 26.81, a PEG ratio of 1.33 and a beta of 1.96. The company has a quick ratio of 0.61, a current ratio of 0.79 and a debt-to-equity ratio of 4.76. The business has a 50-day simple moving average of $73.59 and a 200 day simple moving average of $66.71. Viking Holdings Ltd. has a 52 week low of $31.79 and a 52 week high of $81.48.

Viking (NYSE:VIK) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $0.67 earnings per share for the quarter, beating the consensus estimate of $0.54 by $0.13. The firm had revenue of $1.72 billion for the quarter, compared to analysts’ expectations of $1.63 billion. Viking had a return on equity of 240.75% and a net margin of 17.65%.The company’s revenue was up 27.8% compared to the same quarter last year. During the same quarter last year, the firm posted $0.45 EPS. On average, research analysts forecast that Viking Holdings Ltd. will post 1.49 earnings per share for the current fiscal year.

Key Headlines Impacting Viking

Here are the key news stories impacting Viking this week:

• Positive Sentiment: Management says suspended Nile/Egypt river cruises will be resumed for upcoming sailings, limiting revenue disruption from earlier cancellations. Viking reverses course, will resume upcoming Egypt river cruises
• Positive Sentiment: Travel Weekly reports Viking plans a phased resumption of suspended Nile cruises — a direct revenue-restoration signal for affected itineraries (Egypt exposure is reported to be a small portion of total revenue). Viking plans resumption of suspended Nile cruises
• Positive Sentiment: Viking reported strong results in its recent quarter (EPS and revenue beat) and was highlighted by MarketBeat as delivering a “great” report versus peers — this supports longer‑term demand and premium valuation. Norwegian Hit Rough Seas After Earnings—Viking Cruised Through
• Positive Sentiment: Company commentary and industry coverage point to fleet strategy (fuel efficiency, upcoming hydrogen ship) and record 2025 results as drivers of margin improvement and premium positioning. Viking: Fleet Strategy Key Driver to Financial Performance
• Neutral Sentiment: Analyst/sector pieces include VIK on lists of leisure stocks to consider and compare against peers (Zacks pieces comparing VIK to EXPE and naming it among 5 leisure stocks), which can support interest but doesn’t guarantee price upside. EXPE or VIK: Which Is the Better Value Stock Right Now? 5 Leisure and Recreation Stocks to Buy Amid Strong Demand in 2026
• Negative Sentiment: Shipyard “disruptions” have forced adjustments to Viking’s river vessel deliveries — a near‑term headwind to capacity growth and longer‑term revenue expansion expectations. Viking river deliveries adjusted on shipyard ‘disruptions’
• Negative Sentiment: Earlier cancellations of Nile cruises and the geopolitical uncertainty in the Middle East (which can lift fuel prices) remain risk factors that could cap short‑term multiple expansion. Viking cancels Nile River cruises through March
• Negative Sentiment: Mizuho recently raised Viking’s price target but left an “underperform” rating — an example of mixed analyst sentiment that can weigh on the stock when investors worry about valuation versus downside risk. Benzinga note on Mizuho price target change

About Viking

Viking Holdings Ltd engages in the passenger shipping and other forms of passenger transport in North America, the United Kingdom, and internationally. It operates through River and Ocean segments. The company also operates as a tour entrepreneur for passengers and related activities in tourism. As of December 31, 2023, it operated a fleet of 92 ships, including 81 river vessels comprising 58 Longships, 10 smaller classes based on the Longship design, 11 other river vessels, and 1 river vessel charter and the Viking Mississippi; 9 ocean ships; and 2 expedition ships.